FirstPurpose Wealth’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

FirstPurpose Wealth’s Portfolio DFSD Stock Details DFSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$4.44M	Buy	94,773 +8,775	+10%	+$412K	1.61%	10
2023 Q4	$4.04M	Buy	85,998 +18,186	+27%	+$847K	1.54%	11
2023 Q3	$3.15M	Buy	67,812 +1,843	+3%	+$85.7K	1.36%	14
2023 Q2	$3.06M	Buy	65,969 +32,112	+95%	+$1.5M	1.31%	16
2023 Q1	$1.58M	Buy	33,857 +7,611	+29%	+$354K	0.78%	24
2022 Q4	$1.21M	Buy	26,246 +7,322	+39%	+$336K	0.68%	27
2022 Q3	$871K	Buy	18,924 +707	+4%	+$33.1K	0.57%	28
2022 Q2	$854K	Buy	+18,217	New	+$861K	0.57%	29
2022 Q1	–	Sell	-4,945	Closed	-$247K	–	145
2021 Q4	$247K	Buy	+4,945	New	+$247K	0.16%	113

Other funds holding DFSD

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FirstPurpose Wealth's DFSD Position: Q1 2024 in Review

FirstPurpose Wealth increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 10% in Q1 2024, buying an estimated $412K and bringing the position to 94,773 shares worth $4.44M. The position accounts for 1.61% of the portfolio, ranked #10.

FirstPurpose Wealth first reported a position in DFSD in Q4 2021 and has held it in 9 quarters since. 218 funds tracked by Wall St. Rank hold DFSD as of Q1 2024.

FirstPurpose Wealth held 94,773 shares of Dimensional Short-Duration Fixed Income ETF worth $4.44M as of Q1 2024.
FirstPurpose Wealth bought 8,775 Dimensional Short-Duration Fixed Income ETF shares in Q1 2024, an estimated $412K.
Dimensional Short-Duration Fixed Income ETF made up 1.61% of FirstPurpose Wealth's portfolio in Q1 2024, its #10 holding.
FirstPurpose Wealth first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2021 and has held it in 9 quarters since.
218 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.